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How E-Signing Works

A step-by-step guide to the client signing experience, from opening the link to completing the signature.

Gilded includes built-in electronic signatures for contracts and combined documents. Signatures are legally binding under the ESIGN Act and UETA, which means they hold the same legal weight as ink-on-paper signatures for wedding planning agreements.

Here is what your client experiences when they receive a document to sign, and what happens on your end.

What Your Client Sees

When your client clicks the link in their email, they land on a secure signing page. The process has four steps:

Step 1: Consent to E-Sign

Before viewing the document, your client is asked to consent to using electronic signatures. This is a legal requirement — they confirm they agree to sign electronically and that their e-signature is as valid as a handwritten one.

Step 2: Review the Document

Your client reads through the full document. The content is rendered as a formatted PDF with your branding — logo, colors, and fonts all match the brand preset you applied in the builder.

Step 3: Initial Key Sections

If you marked any sections as requiring initials (like cancellation policy or payment terms), your client must place their initials on each of those sections before proceeding. This confirms they have read and acknowledged each important clause.

The sections that need initials are clearly marked so your client knows where to stop and initial.

Step 4: Sign at the Bottom

At the end of the document, your client places their full electronic signature in the signature field. Once they sign, the document is finalized on their end.

Multiple Signatories

If you added multiple signatories — for example, Client, Partner, and Planner — each person receives their own unique signing link and signs independently. The document is not considered fully executed until every signatory has completed their signature.

You can track who has signed and who is still pending from the event detail page.

Signing as the Planner

If you are listed as a signatory, you sign from within your Gilded dashboard — not from the client email link. Navigate to the event, then click Sign Now on the document card. This opens a dedicated signing screen where you review the document and add your signature.

After Everyone Signs

Once all parties have signed, the document status moves to Signed and the event workflow advances automatically. At this point:

  • A fully executed PDF is generated and stored securely
  • An audit log PDF is created with a record of who signed, when, and from where
  • Your client can revisit their link to view and download the signed document
  • You can download both the signed PDF and audit log from the event detail page

Signed Document Access

Both you and your client have ongoing access to the signed document:

  • Your client can revisit their original link to view the signed PDF and download it
  • You can download the signed PDF and audit log from the document detail on your event page

Security and Legal Validity

Every signature is captured with a tamper-proof audit trail that includes timestamps and a record of each step in the signing process. The audit log is stored as a separate PDF alongside the signed contract. This provides the documentation you need if a signed agreement is ever questioned.

Next Steps

After a contract is signed, you are ready to collect payment. Learn about Setting Up Stripe to start accepting payments from your clients.